RIAs: Under $100M AUM
12,864 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Ballaster Financial
RIAAUM $21.8MTEAM 1REPS 1
Barrett Wealth Management
RIARochester, NY
AUM $21.8MTEAM 1REPS 1
Goydas Capital Investment Management, LLC
RIAAUM $21.8MTEAM 2REPS 2
Montgomery Wealth Management, LLC
RIAPagosa Springs, CO
AUM $21.8MTEAM 1REPS 1
Vandeventer & Company
RIAWindham, NH
AUM $21.8MTEAM 1REPS 1
Modern Wealth LLC
RIAChandler, AZ
AUM $21.8MTEAM 3REPS 4
Rattlesnake Creek Capital LLC
RIASeattle, WA
AUM $21.8MTEAM 2REPS 2
Kevin Clariday Investment Advisor
RIAAUM $21.8MTEAM 1REPS 1
Cayden Wealth Management
RIABroomfield, CO
AUM $21.8MTEAM 3REPS 3
Washington Peak Investment Advisors LLC
RIAWaterville Valley, NH
AUM $21.8MTEAM 1REPS 1
Mertz Capital
RIAAUM $21.8MTEAM 1REPS 1
Draco Evolution
RIATaipei City
AUM $21.8MTEAM 9REPS 4
Cornell Capital Management
RIAAUM $21.8MTEAM 1REPS 1
Kevin Hebson & Company
RIAWinnetka, IL
AUM $21.7MTEAM 1REPS 1
K.J. Harrison & Partners (USA) Inc.
RIAToronto
AUM $21.7MTEAM 10REPS 9
Orchard Financial
RIAAustin, TX
AUM $21.7MTEAM 2REPS 1
The Davenport Financial Group, Inc.
RIADayton, OH
AUM $21.7MTEAM 1REPS 1
Rimac
RIAAUM $21.7MTEAM 2REPS 2
Cherry Creek Financial Advisors, Inc.
RIAAUM $21.7MTEAM 1REPS 1
Land Advisory Co, LLC
RIASaint Louis, MO
AUM $21.7MTEAM 3REPS 4
Overson Advisory Group
RIAMesa, AZ
AUM $21.7MTEAM 3REPS 1
Huber, Cardono, Moring & Richter, L.P.
RIAAUM $21.7MTEAM 1REPS 3
Cedarline Capital
RIAAUM $21.7MTEAM 1REPS 1
A & C Investment, Inc.
RIAAUM $21.7MTEAM 1REPS 1
Other AUM ranges
FINTRX platform
Need contacts and allocation intelligence for these firms?